CFO Services

post-cfoDo you need a Chief Financial Officer? We can work with you on a short term or long term basis.  We generally spend a lot of time with new clients over the first few months developing a financial model of your business and creating systems to ensure smooth and simple financial management going forward. After this is done we typically work between 5 and 20 hours per month for individual clients.

CFO Services:



    • Forecasting
    • Develop and Analyze Business Plans
    • Develop Financial Models
    • Customer Analysis Reports
    • Analysis of Major Expenses
    • Budgeting Reports
    • Cash Flow Reports
    • Manage Accounts Receivable and Accounts Payable
    • Prepare Presentations for Shareholders, Management, and Company-wide Meetings
    • Analyze Business Opportunities


Preparation of Financial Statements
It is critically important that small businesses understand and use financial statements. While most businesses do create financial statements in order to prepare tax returns or to file loan applications, the real benefit financial statements can provide is that they can help you run your business better. Preparing financial statements that are useful to your management team is one of the key CFO Services we provide.

More important than understanding how your business has performed in the past is having a firm grasp on how your business is likely to perform in the future. In fact, the main reason to think about what has happened in the past is to gain insights as to what is likely to happen going forward. As your part-time CFO, we will assist you with forecasting both revenues and expenses. We could not claim to be providing CFO Services if we didn’t.

Develop and Analyze Business Plans
Developing a business plan for even a simple business can be complicated and confusing. However, the success of a new business is often dependent on a good business plan. As your part-time CFO, we can help you develop a realistic, simple and flexible business plan.

Develop Financial Models
As your part-time CFO, we can help you develop a comprehensive financial model that will help you evaluate different scenarios, present your business to others, and better manage your business. As every business is different, we custom build all financial models for our clients.

Customer Analysis Reports
Most companies know who their biggest customers are. What is more important, however, is knowing who your most profitable customers are. Therefore, one of the CFO Services we provide is creating reports that make it easy for you to analyze your customers. Of course, in order to create a report with useful information, it is necessary that processes are in place to make sure this useful information is available. To this end, much of the initial work we do with our customers is helping them to set up systems that make it easy to gather relevant information. And don’t worry: this does not mean more work. Efficient systems mean less total work.

Analysis of Major Expenses
As important as knowing where your cash is coming from is knowing where your cash is going to. It is especially important to understand exactly how specific expenses are contributing to the overall profitability of the company. One of the CFO Services we provide is helping you to understand your expenses and to figure out which expenses should be most closely monitored.

Budgeting Reports
Budgeting can be one of the most difficult tasks your management team has to perform. Unfortunately, it also one of the most important. Inaccurate budgeting can lead to harmful decisions and even the demise of your company. It is impossible to provide CFO Services without addressing budgeting, and so we work with all of our customers to make sure they are considering all the possibilities that can effect both revenue and expenses, and that they are budgeting accordingly.

Cash Flow Reports
Cash is king. Knowing how much you have, how much you need, what to do with excess cash, and what you will do if your cash runs out is essential. A key part of CFO Services is assisting clients with managing cash effectively.

Manage Accounts Receivable and Accounts Payable
Every successful business collects revenue and pays bills. Doing so efficiently and in a manner that makes it easy to analyze your business will separate you from your competitors. Managing accounts receivable and accounts payable is where finance starts, and so one of the most important CFO Services we provide is making sure our customers are performing these tasks efficiently and effectively.

Prepare Presentations for Shareholders, Management, and Company-wide Meetings
Different stakeholders in an organization require different information and, as your part-time CFO, we work with you to create custom reports for different purposes.

Analyze Business Opportunities
Analyzing business opportunities is different than most of the other CFO Services described here in that it is not an ongoing requirement for most companies. Because it is not something they are familiar with, companies often seek outside assistance when analyzing new opportunities. Whether or not you are an existing customer, we can assist you with analyzing and evaluating the risks and benefits associated with new business opportunities.